Halpern Financial, Inc. Spdr Portfolio Transaction History
Halpern Financial, Inc.
- $389 Billion
- Q3 2024
A detailed history of Halpern Financial, Inc. transactions in Spdr Portfolio stock. As of the latest transaction made, Halpern Financial, Inc. holds 878 shares of SPYG stock, worth $91,057. This represents 0.02% of its overall portfolio holdings.
Number of Shares
878
              Previous 815
              
        
           7.73%
        
      
          
        Holding current value
$91,057
            Previous $65.3 Million
            
        
           9.99%
        
      
          
        % of portfolio
0.02%
            Previous 0.02%
          
        Shares
	  7 transactions
	
  Others Institutions Holding SPYG
# of Institutions
1,353Shares Held
319MCall Options Held
342KPut Options Held
167K- 
    
      Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
- 
    
      Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
- 
    
      Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
- 
    
      Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
- 
    
      Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio